Latest Insights

Weekly Highlights
7/23– Weekly Economic Highlights
This week’s housing data suggest that the housing market remains strong, underpinned by strong demand, low mortgage rates, and tight supply.
July 23, 2021

Weekly Highlights
7/16– Weekly Economic Highlights
The Consumer Price Index (CPI) was up 5.4% year-over-year in June versus up 5.0% in May.
July 16, 2021

Viewpoints
Evaluating Proposals for Investment Advisory Services
Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).
July 14, 2021